Real-time
Two-way sync
Changes in Freshworks CRM or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Freshworks CRM to Microsoft Dynamics 365 integration — real-time, two-way sync
Keep Freshworks CRM and Microsoft Dynamics 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Freshworks CRM and Microsoft Dynamics 365
Sync what happens in Microsoft Dynamics 365 with the customer records in Freshworks CRM, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Dynamics 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Cases (Incidents), Quotes, Orders & Invoices, Products, Activities in Microsoft Dynamics 365 to Lists, Notes, Contacts, Accounts in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.
Common use cases
- Replicate standard and custom Dataverse tables into a warehouse for reporting.
- Enrich leads from external data sources and write scores back onto Dynamics records.
- Mirror deal and activity data into a Postgres database that internal tools query directly.
- Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
Where Microsoft Dynamics 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Freshworks CRM sync into Microsoft Dynamics 365, so people working there have the context without switching tools.
Where Microsoft Dynamics 365 handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Freshworks CRM, so sales sees open issues before the next call.
Where Microsoft Dynamics 365 supplies contact or company data
Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.
What you can sync between Freshworks CRM and Microsoft Dynamics 365
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Freshworks CRM objects | Microsoft Dynamics 365 objects | |
|---|---|---|
| Notes Context records attached to contacts, accounts, and deals. | Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth. | |
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Products Catalog records aligned with ERP item masters. | |
| Accounts Company records kept consistent with ERP and billing systems. | Activities Emails, calls, and tasks captured for engagement analytics. | |
| Deals Pipeline records synced out for forecasting and full-funnel reporting. | Custom Tables Dataverse tables that carry business-specific entities through the same API surface. | |
| Tasks Follow-ups created from external signals such as product usage events. | Accounts Company records synced bi-directionally with ERPs, databases, and billing systems. | |
| Appointments Meeting records readable for activity reporting. | Contacts Person records kept consistent with marketing, support, and data-warehouse copies. |
What ships with Freshworks CRM ⇄ Microsoft Dynamics 365
Connect Freshworks CRM and Microsoft Dynamics 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Microsoft Dynamics 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Microsoft Dynamics 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Freshworks CRM or Microsoft Dynamics 365 record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Freshworks CRM and Microsoft Dynamics 365.
How the Freshworks CRM and Microsoft Dynamics 365 connectors work
Freshworks CRM
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters; outbound webhooks can be configured through workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by plan
Microsoft Dynamics 365
- Integration surface
- REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
- Authentication
- Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
- Change detection
- Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
- Capabilities
- read · write · CDC · webhooks
How it works
How to connect Freshworks CRM to Microsoft Dynamics 365 — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Freshworks CRM and Microsoft Dynamics 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Freshworks CRM
connected
Microsoft Dynamics 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Microsoft Dynamics 365 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Freshworks CRM ⇄ Microsoft Dynamics 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Freshworks CRM Microsoft Dynamics 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Microsoft Dynamics 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Microsoft Dynamics 365: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Notes and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Microsoft Dynamics 365: Authorization may be blocked by a 'Need admin approval for this app' screen requiring a Microsoft directory admin to grant consent to the Stacksync app before syncing can begin. Freshworks CRM: Freshworks CRM was rebranded as Freshsales Suite; it shares the Freshsales API surface, with marketing features layered onto the same contact model. Stacksync's field mapping accounts for these differences between Freshworks CRM and Microsoft Dynamics 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Freshworks CRM and Microsoft Dynamics 365 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Freshworks CRM and Microsoft Dynamics 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Microsoft Dynamics 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Microsoft Dynamics 365. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Freshworks CRM: Polling with updated-at filters; outbound webhooks can be configured through workflow automations. On Microsoft Dynamics 365: Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Freshworks CRM and Microsoft Dynamics 365.
Popular · 8 of 386
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Freshworks CRM ⇄ Resend - Freshworks CRM ⇄ ServiceNow
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Freshworks CRM ⇄ Slack -
Freshworks CRM ⇄ Zendesk -
Microsoft Dynamics 365 ⇄ Twenty CRM -
Microsoft Dynamics 365 ⇄ Veeva CRM -
Microsoft Dynamics 365 ⇄ Vtiger CRM -
Microsoft Dynamics 365 ⇄ Zoho SalesIQ
No integrations match .
